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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2023-01-30 |
| FL | RA | APPROVED | 2018-03-27 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dynasty Wealth Management, Llc | New York | NY | 03/2016 | 12/2017 |
| Dynasty Securities, Llc | New York | NY | 07/2016 | 12/2017 |
| Insigneo Securities, Llc. | Miami | FL | 12/2017 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 02/2018 | Present |
| Insigneo International Financial Services | San Juan | PR | 01/2023 | 12/2024 |
-DUALLY REGISTERED WITH INSIGNEO ADVISORY SERVICES AS MANAGER AS OF 01/2018 SPENDING APPROX. 20 HRS/MONTHLY. -LIVE LIKE BELLA Childhood Cancer Foundation No securities related. Address: 2199 Ponce de Leon Boulevard, Coral Gables, FL, 33134 (US)_Nature: Non profit, Childhood cancer Foundation._Position: Executive Board Member._Start date: 08/22/2024._Devote: 1 hrs/month and 0hrs/month during securities hours. -Insurance License holder - No clients nor solicitation of insurance business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-22 |
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